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have achieved amazing results in some cases. ASSUMPTION is
the mother of all FOUL-UPS! We dig for the facts and help you
to make wise decisions.
Client A: Audit revealed 6 properties omitted from insurance
program. Corrective action was taken immediately.
Client B: Audit identified and led to the correction of numerous
flaws in coverage arrangements. Bid Process reduced
premiums by 39%, for savings of $1,039,272 per year ...
guaranteed for 3 years.
Client C: Investigation revealed that current life insurance
policies were improperly arranged and would have resulted in
enormous, unnecessary estate taxes for Client's heirs. Steps
were taken to correct the errors and also reduce current costs.
Client D: Audit identified and led to the correction of coverage
flaws and insurance administration bottlenecks. Bid Process
reduced premiums by 42% for this municipal entity, for savings
of $16,459.
Client E: Led Client through process involving their attorney &
accountant to implement income & estate planning actions as
well as asset protection measures.
Client F: Audit identified and led to the correction of duplicate
coverage, missing coverage, inflated premiums, and serious
insurance administration flaws. Bid Process reduced premiums
by 41%, for savings of $1,663,098.
Client G: Audit identified and led to the correction of serious
safety program flaws that caused Workers Compensation
premiums to be drastically inflated. A carefully managed
self-insured program was initiated in tandem with aggressive
safety program improvements, saving hundreds of thousands
of dollars per year.
Prospective Client - work in progress: Major tax reduction &
retirement savings via SEP-IRA or Defined Benefit Pension Plan
... Estate & Tax Planning via trust creation, life insurance,
annuity, gifting program, and restructuring of entities.
Results vary depending on each Client's circumstances; but,
results such as those described above are common. In all
cases, insurance & asset conservation/protection program
flaws have been identified and corrected ... and insurance
programs subjected to the pressure of a competitive bidding
process become as reasonably priced as possible.
